60% of EPS figures significantly exceeded expectations—the strongest revenue beat in four years—ranking among the top ten highlights of U.S. earnings reports to date.

So far, 30% of U.S. listed companies have reported their earnings, and the key highlights are as follows: 1. Strongest revenue beat in four years Société Générale (SocGen) data shows that 84% of companies reported EPS above consensus expectations, and 79% reported revenue above expectations. In recent years, EPS beats were primarily driven by margin surprises; however, this earnings season has delivered the strongest revenue-side surprises in four years. Goldman Sachs notes that earnings reports easily cleared the low bar set before the quarter: 60% of companies posted EPS exceeding consensus estimates by more than one standard deviation (historical average: 48%), while only 11% posted EPS falling short of consensus by more than one standard deviation (historical average: 13%). 2. Market remains rational Stocks with earnings beats outperformed the market by 0.9%, while those missing expectations underperformed by 1.5%, reflecting a classic rational market response. 3. Broader margin expansion The S&P 500’s overall profit margin continues to rise—even after excluding the technology sector (see cover chart). 4. Highest EPS revision ratio in three years The EPS revision ratio stands at 1.4—the highest in three years—meaning for every 10 downward revisions, there are 14 upward revisions.

The 'undisputed leader' in industrial robotics sees net profit surge over 21-fold in the first half!

On the evening of July 14, Nanjing Estun Automation Co., Ltd. (SZSE: 002747, hereinafter referred to as “Estun”) released its preliminary 2026 semi-annual earnings forecast. According to the announcement, the company expects its net profit attributable to shareholders of the listed company for the first half of 2026 to range between RMB 150 million and RMB 180 million—representing a dramatic increase of 2,144.74% to 2,593.68% year-on-year from RMB 6.6823 million in the same period last year. Non-GAAP net profit is expected to range between RMB 60 million and RMB 75 million, compared to a loss of RMB 17.6028 million in the same period last year—marking a turnaround to profitability and a year-on-year growth of 440.85% to 526.07%. Basic earnings per share are projected at RMB 0.17 to RMB 0.21, up from RMB 0.01 in the same period last year. According to the announcement, the substantial earnings growth stems primarily from three factors: First, continuous optimization of product mix. During the reporting period, the company focused on high-value-added products and high-quality orders, while strengthening price management, optimizing supply chains and R&D design, and implementing lean manufacturing—resulting in a significant year-on-year improvement in gross margin.

Avient Corp Beats Q1 2026 EPS Expectations

May 7, 2026

Avient Corporation reported Q1 2026 adjusted EPS of $0.83, beating forecasts, driven by operational discipline in electronics and healthcare sectors while maintaining full-year guidance.

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Avient (NYSE: AVNT) lifts Q1 2026 EPS and reaffirms 2026 outlook

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Avient Corp Beats Q1 2026 EPS Expectations

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Avient Q1 2026 Profit Lands Right on Target, Revenue Up 3%

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Avient Corp 1Q 2026: Revenue $847.4M, EPS $0.61— 10-Q Summary

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Avient Reports Strong Q1 Earnings, Exceeds Expectations